Profile

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Dale graduated from the University of Arizona in 1970 with a degree in accounting. He has more than 35 years experience with local CPA firms in Tucson and Phoenix. His experience includes extensive work with small business tax issues involving organization, operations and sale as well as assistance with financial statements and accounting. He has specialized in providing services to restaurants and small water utilities.

His family moved to Tucson in 1963 from California. His father and grandfather have operated various businesses in construction, real estate development, utility service and restaurants over the last eighty years in Arizona and Southern California. Dale’s father continues to operate a restaurant and water utility today.

An avid golfer, he is a member of the American Institute of Certified Public Accountants (AICPA) and the Arizona Society of Certified Public Accountants (ASCPA), as well as the Southern Arizona Estate Planning Council.

Dale has worked extensively on transportation issues in the community. He was a member of the Citizens Committee for the Regional Transportation Authority and has been a member of the Citizens Transportation Advisory Committee for the City of Tucson for better than eighteen years. He is currently the chairman of the Parkwise Commission for the City of Tucson.

He has also been a member of the various committees for the Tucson Metropolitan Chamber of Commerce and has chaired the Subcommittee on Transportation issues. Dale is a member of the Government Affairs Committee of the Northern Pima County Chamber of Commerce and has worked extensively with various committees with the Arizona Restaurant Association. He has also served on other community service boards of directors in the past.

Sara Ivester

Sara Ivester received her degree in Accounting in the summer of 2006 and is looking forward to sitting for the professional exam in 2007. She has experience with a wide range of accounting services and tax matters.

Donna Calvert

Donna Calvert is a paraprofessional with more than ten years experience preparing individual income tax returns. She has many years of bookkeeping experience and provides office management and bookkeeping services to the firm.